Looking to diversify beyond LFTHX? The mutual funds below have historically moved differently from LFTHX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for LFTHX
0 mutual funds have low correlation with LFTHX (below 0.3), 0 of which are negatively correlated. The least correlated is MFS Value Fund (MEIKX) (Large Cap Value Equities) with a 1Y correlation of 0.68, roughly unchanged from 0.76 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MFS Value Fund | 0.68 | 0.76 | — | 70 | Large Cap Value Equities | LFTHX vs MEIKX | |
| MFS Value Fund | 0.68 | 0.76 | — | 67 | Large Cap Value Equities | LFTHX vs MEIAX | |
| MFS Value Fund Class I | 0.68 | 0.76 | — | 69 | Large Cap Value Equities | LFTHX vs MEIIX | |
| Dimensional Retirement Income Fund | 0.80 | 0.76 | — | 81 | Target Retirement Date | LFTHX vs TDIFX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 0.81 | 0.72 | — | 53 | Target Retirement Date | LFTHX vs DRIQX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements LFTHX
Add LFTHX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with LFTHX